Plan Snapshot
- Plan Sponsor: Centrix, INC.
- Sponsor EIN: 060864733
- Sponsor Address: 770 RIVER ROAD, SHELTON, CT, 06484
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 91
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 91 | $15.4M | $214,000 | $448,928 |
| 2024 | 87 | $16.0M | $224,186 | $475,616 |
| 2023 | 85 | $13.7M | $220,851 | $457,694 |
| 2022 | 80 | $11.8M | $185,461 | $394,125 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FISHER ASSET MANAGEMENT, LLC | Investment Advisor | $62,525 | — | $62,525 |
| EMPOWER ANNUITY INS CO OF AMERICA | Recordkeeper | $20,022 | — | $20,022 |
| PENSION CONSULTANTS, INC | Investment Advisor | — | $10,000 | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS, INC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,547
- Estimated Expense Ratio: 0.601% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $3,656,009 | — | — | — | — |
| 2024 | $83,055 | — | — | — | — |
| 2023 | $4,274 | — | — | — | — |
| 2022 | $3,940 | — | — | — | — |